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  • The Top 4 Apps to Help You Master Budgeting in 2019

    Jim Keenehan, AIF®, CPFA

    At the beginning, of every year, many people make resolutions about health, relationships, and money. Whether it’s making a goal to pay down a debt, finding a significant other, or losing a few lbs, there’s an app that can help. The power of our mobile devices continues to grow and apps for everything we do are coming into the future. We’ll be focusing on budgeting apps that can help you get a handle on your financial life.


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  • Infographic: IRS Announces 2019 Retirement Plan Limits

    Infographic: IRS Announces 2019 Retirement Plan Limits

    Do you know what's changing for retirement plans in 2019? The IRS has announced the 2019 plan limits and these changes will take effect in the upcoming tax year on retirement-related items.

    Why are these numbers important to you? There are limits to how much you can contribute to your retirement account and they can change from year-to-year, so it's important to stay up-to-date. Check out our infographic that details all the changes you'll want to be aware of for the coming year. 

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  • Investment Basics: How Risky Are You?

    Investment Basics: How Risky Are You?

    Fill out our Risk Tolerance Questionnaire to measure your appetite for risk when it comes to investing.         

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  • The 3 Most Important (Retirement Savings) Questions to Ask Every Year

    The 3 Most Important (Retirement Savings) Questions to Ask Every Year

    We're coming into the busiest time of year, and naturally your schedule may be filling up with family gatherings, delicious food, and year-end adventures. 

    Before you get consumed by holiday parties and egg nog, take a moment and ask yourself these three questions to make sure you are ringing in the New Year knowing your retirement plan is in good order and up to date.

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Webinars
  • Social Security 101: 5 Important Questions to Ask

    Social Security 101: 5 Important Questions to Ask

    Do you have questions about how Social Security works?

     MoneyNav is conveniently breaking down our in-depth webinar presentations and giving you the advice you need to help with your financial future. 

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  • Expand Your Home Buying Game with Valuable Expert Advice

    Expand Your Home Buying Game with Valuable Expert Advice

    How much do you know about home buying? It's no mystery that it's a monumental decision, so ease into the process with our expert advice. 

    Watch these short videos below to get an understanding of the home buying process and what you'll want to know before purchasing your first house.

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  • Insuring Your Assets: How to Protect Your Future Finances

    Insuring Your Assets: How to Protect Your Future Finances

    Are you prepared for when you'll "need" insurance? Life can change in the blink of an eye, so ease your worries and figure out the protection that makes sense for you. MoneyNav is conveniently breaking down our in-depth webinar presentations and giving the advice you need to help with your financial future.

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  • MONEY HACKS: Should You Worry When the Markets Decrease?

    Market Corrections In 2018 the financial markets have become a roller coaster ride for many investors and it can be (unnecessarily) worrisome. So what do you do when the markets become “volatile”? Our answer is always to relax… then, review what you are invested in and if that’s the best mix for your time horizon and personal risk preference. As we move into 2019, take a few minutes and ensure your 401(k), 403(b), or other investment accounts are structured the right way. This time of year is a great opportunity to look at your finances and identify any changes you want to make in your overall investment portfolio.

  • VIDEO: How Should You Be Paying Off Your Debt?

    Man looking at empty wallet Do you feel like you have your finances under control? The fact is most Americans have $38,000 in personal debt, excluding home mortgages. In the face of debt, it can feel overwhelming but you're not alone. In the video below, we discuss two methods of debt repayment, the snowball and avalanche method. Which method is best for your finances?

  • MONEY HACKS: What Are You Thankful For?

    Young girl smiling at Thanksgiving TableThe holidays are a time to give thanks and reflect on all the good things in our lives. One of my favorite entrepreneurs and thinkers, Gary Vaynerchuk says it best - “Gratitude is everything!” Most of us think about that during Thanksgiving week and our team at AFS 401(k) is no exception. We are incredibly thankful for our clients, the employees we serve, and all of you for listening this past year. Hopefully, our guidance and content is helping you taking steps to improve your financial future. Take some time during the last month or so of 2018 and reflect on the progress you’ve made. Then, revisit your financial goals and identify the steps to your spending, saving, and managing overall cash flow that will make 2019 your best year yet. Thank you all and happy holidays!

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